Menora Mivtachim Holdings’s Wells Fargo WFC Stock Holding History

Menora Mivtachim Holdings’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,500	Closed	-$139K	–	86
2017 Q2	$139K	Hold	2,500	–	–	0.01%	73
2017 Q1	$139K	Hold	2,500	–	–	0.01%	67
2016 Q4	$138K	Sell	2,500 -441,500	-99%	-$22.2M	0.01%	89
2016 Q3	$19.7M	Buy	+444,000	New	+$21.2M	1.08%	33
2016 Q2	–	Sell	-690,155	Closed	-$33.4M	–	77
2016 Q1	$33.4M	Buy	+690,155	New	+$33.8M	2%	22
2015 Q3	–	Sell	-2,300	Closed	-$129K	–	70
2015 Q2	$129K	Hold	2,300	–	–	0.01%	60
2015 Q1	$125K	Hold	2,300	–	–	0.01%	59
2014 Q4	$126K	Hold	2,300	–	–	0.01%	55
2014 Q3	$119K	Hold	2,300	–	–	0.01%	59
2014 Q2	$121K	Hold	2,300	–	–	0.01%	58
2014 Q1	$114K	Hold	2,300	–	–	0.01%	56
2013 Q4	$104K	Sell	2,300 -547	-19%	-$23.6K	0.01%	58
2013 Q3	$118K	Hold	2,847	–	–	0.01%	60
2013 Q2	$118K	Buy	+2,847	New	+$111K	0.01%	66

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Menora Mivtachim Holdings's WFC Position: Q3 2017 in Review

Menora Mivtachim Holdings sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 2,500 shares — an estimated $139K sold.

Menora Mivtachim Holdings first reported a position in WFC in Q2 2013 and held it in 14 quarters. The position peaked at $33.4M in Q1 2016. 1,866 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

Menora Mivtachim Holdings reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
Menora Mivtachim Holdings sold 2,500 Wells Fargo shares in Q3 2017, an estimated $139K.
Menora Mivtachim Holdings first reported a position in Wells Fargo in Q2 2013 and held it in 14 quarters.
Menora Mivtachim Holdings's Wells Fargo position peaked at $33.4M in Q1 2016.
1,866 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Menora Mivtachim Holdings's 13F filing for Q3 2017, filed 30 Oct 2017.